Shared Vision Wealth Group LLC Technology Sector Spdr Transaction History
Shared Vision Wealth Group LLC
- $200 Billion
- Q2 2025
A detailed history of Shared Vision Wealth Group LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 1,432 shares of XLK stock, worth $407,661. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,432
Previous 1,432
-0.0%
Holding current value
$407,661
Previous $296 Million
27.25%
% of portfolio
0.19%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding XLK
# of Institutions
2,523Shares Held
184MCall Options Held
9.76MPut Options Held
15.4M-
Bank Of America Corp Charlotte, NC12.9MShares$3.68 Billion0.25% of portfolio
-
Morgan Stanley New York, NY12MShares$3.41 Billion0.2% of portfolio
-
Wells Fargo & Company San Francisco, CA11.2MShares$3.19 Billion0.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$2.16 Billion0.68% of portfolio
-
Envestnet Asset Management Inc5.53MShares$1.58 Billion0.43% of portfolio